Markella Neofytides
Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Morgan StanleyAug 2025 to now
- NoneJun 2025 to Aug 2025
- Pappous Greek KitchenFeb 2025 to Jun 2025
- NoneJun 2024 to Jan 2025
- NoneJun 2023 to Jul 2023
- The American College of GreeceMay 2023 to Jun 2023
- Odyssey ReDec 2022 to Jan 2023
- Stoneonta Clothing Co.Aug 2022 to May 2024
- Suny OneontaAug 2022 to May 2024
- Odyssey ReJun 2022 to Aug 2022
- NoneJun 2022 to Jul 2022
- Suny OneontaAug 2021 to May 2022
- Westchester Community CollegeMar 2021 to Jul 2021
- UnemployedFeb 2021 to Feb 2021
- University of AlabamaAug 2020 to Jan 2021
- NoneJun 2020 to Aug 2020
- John F Kennedy Catholic High SchoolSep 2019 to May 2020
- NoneJul 2019 to Aug 2019
- John F Kennedy Catholic High SchoolSep 2018 to Jun 2019
- NoneJul 2018 to Aug 2018
- John F Kennedy Catholic High SchoolSep 2017 to Jun 2018
- NoneJun 2017 to Aug 2017
- John F Kennedy Catholic High SchoolSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8121108
- Firm CRD
- 149777